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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,696 | $72,177+29.8% | $115,038-18.6% | $59,633+57.1% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $5,285 | $2,841+86.0% | $4,608+14.7% | $2,203+140.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $224 | $4,927-95.5% | $8,175-97.3% | $4,297-94.8% |